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Livermore
Livermore
ZHEN

Etesian Wealth Advisors, Inc.

SEC CIK
0001997586
Latest filing
Jul 23, 2026

MCD holding history

McDonalds Corp in every 13F filed by Etesian Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MCD overviewAll 13F holders of MCDFull Q2 2026 holdings

Shares (Q2 2026)
5,025
Value
$1.36M
% of portfolio
0.4%
Quarters held
15
Since Q4 2022
Holdings of MCD by Etesian Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,025$1.36M0.4%−665−11.7%ReducedHolders
Q1 20265,690$1.77M0.6%−133−2.3%ReducedHolders
Q4 20255,823$1.78M0.6%−347−5.6%ReducedHolders
Q3 20256,170$1.88M0.6%−1,005−14.0%ReducedHolders
Q2 20257,175$2.10M0.8%−358−4.8%ReducedHolders
Q1 20257,533$2.35M1.0%−253−3.2%ReducedHolders
Q4 20247,786$2.26M1.0%−86−1.1%ReducedHolders
Q3 20247,872$2.40M1.1%+52+0.7%AddedHolders
Q2 20247,820$1.99M1.1%−171−2.1%ReducedHolders
Q1 20247,991$2.25M1.3%−83−1.0%ReducedHolders
Q4 20238,074$2.39M1.4%+25+0.3%AddedHolders
Q3 20238,049$2.12M1.4%−16−0.2%ReducedHolders
Q2 20238,065$2.41M1.6%+70+0.9%AddedHolders
Q1 20237,995$2.24M1.5%−54−0.7%ReducedHolders
Q4 20228,049$2.12M1.5%–No prior filingHolders